See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $63,367 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $46,900 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE MORAM Service code 10 · EIN 38-1357951 | Accounting | $11,200 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,321 | $78,419-46.0% | $133,956-68.4% | $73,409-42.3% |
| Participation rate | 97.6% | 78.6%+19.0pp | 79.8%+17.8pp | 72.2%+25.5pp |
| Annual return | 16.11% | 33.35%-17.2pp | 45.09%-29.0pp | 59.29%-43.2pp |
| Employer contribution / active EE | $1,076 | $2,044-47.3% | $3,919-72.5% | $2,234-51.8% |
| Participant deferral / active EE | $3,874 | $3,925-1.3% | $5,048-23.3% | $3,805+1.8% |
| Admin fee / account holder | $220 | $161+36.2% | $8,927-97.5% | $158+39.2% |